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Various features are available for setting up 'Product recommendations' at the point of sale in order to generate additional sales, including:
Auto Add-Ons. You may configure your Product record so that, when the Product is added to a sales document (see Auto Add-ons, Top Sellers And Associated Products) a pop-up window appears listing complementary and substitute products the customer may wish to 'add on' to their order. See Setting Up Auto Add-Ons.
Associated Products. This is a list which is automatically displayed in the Properties panel when the Product is added to a sales document. It shows 5 other Products associated with the current Product ( i.e. 'people who bought this product also bought Product X, Y and Z'). See Setting Up Associated Products.
Top Sellers. This is another list which is automatically displayed in the Properties panel when the Product is added to a sales document. It shows the 5 best selling Products in the same Product Group as the current Product. See Setting Up Top Sellers.
Note: You may also set up Alternative Products - a list of Products which may be offered as alternatives if the current Product is not in stock - in the Alternative Products section of the Main tab of the Product record. See Setting Up Alternative Products.
The set-up procedures of the above features are slightly different. Auto Add-Ons must be set up manually; i.e. the current Product must be associated manually with one or more others. The Associated Products and Top Sellers features offer product recommendations based on past sales, however, and must be generated by running the following Processes: Build Top Sellers; Build Associated Products.
This section covers:
NEXT: Setting Up Auto Add-Ons